Filed August 26, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 102 W WHITING STREET, SUITE 100 · TAMPA, FL 33602 | Advisory (Plan) | $35,562 |
PENSION PLANNERS, INC.3 years Service code 65 · EIN 20-2053740 1045 CROSSPOINTE DR, SUITE 1 · NAPLES, FL 34110 | Account Maintenance | $7,760 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,321 | $56,485-7.4% | $185,823-71.8% | $86,799-39.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 34.70% | 118.04%-83.3pp | 122.05%-87.3pp | 97.91%-63.2pp |
| Employer contribution / active EE | $4,948 | $1,843+168.5% | $5,167-4.2% | $2,405+105.7% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $107 | $150-28.1% | $16,237-99.3% | $170-36.6% |